MA

Multi-asset funds​

We launched our first multi-asset fund in 1928 and have been creating innovative funds aiming to meet a range of needs ever since.

MULTI-ASSET OVERVIEW

The members of our Global Multi-Asset Strategies team bring deep experience to every fund they manage. They apply a range of investment disciplines, including fundamental, macro, quantitative and technical analysis. The team also taps into the broad resources of Wellington Management, including specialists in equities, bonds, currencies and commodities.

Their approach to risk management is multi-faceted, using robust technology systems that offer real-time information for due diligence and performance monitoring.

A WELL-RESOURCED, CLIENT-FOCUSED TEAM​

We provide an entrepreneurial environment, encouraging our investment professionals to seek out new directions for research and new strategies to help meet our investors’ needs. We create macro frameworks that help us identify potential opportunities at a given point in time, and then we explore those opportunities from multiple angles. We actively share our research through consultations, seminars, webcasts and white papers.

Focus Fund

EXPERIENCED GLOBAL MULTI-ASSET STRATEGIES TEAM

With team members in Asia, Europe and the US, Global Multi-Asset Strategies brings diverse perspectives and deep experience to investment research. Our team of 50 dedicated multi-asset professionals includes:

Peter Wilke

Successful multi-asset investing is not just a function of capabilities, it’s about culture. We believe in the power of sharing and collaboration as this can deliver a constant flow of innovative and differentiated investment ideas from around the world.

Peter Wilke, Multi-Asset Portfolio Manager

INSIGHTS

Monthly Market Snapshot: August 2020
A monthly update on equity, fixed income, currency and commodity markets.
September 2020
Monthly Market Snapshot: August 2020
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Sharpening our edge: Investing with data science
In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.
September 2020
Sharpening our edge: Investing with data science
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Opportunistic investing: 20 years, 8 lessons
Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
September 2020
Opportunistic investing: 20 years, 8 lessons
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Emerging markets: navigating opportunities and risks in today’s crisis
We explore today's key emerging markets themes including the impact of COVID-19, China's evolving global relationships and an increased focus on sustainability.
August 2020
Emerging markets: navigating opportunities and risks in today’s crisis
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Interested in structural opportunities in emerging markets? Be prepared to think differently
A new investing paradigm for emerging markets? We look at the evidence for economic development over economic progress as a key determinant in these markets.
August 2020
Interested in structural opportunities in emerging markets? Be prepared to think differently
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Monthly Market Snapshot: July 2020
A monthly update on equity, fixed income, currency and commodity markets.
August 2020
Monthly Market Snapshot: July 2020
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Replacing the protective role of bonds in client portfolios
Have bonds, by themselves, become unequal to the task of offsetting portfolio drawdowns? Multi-Asset Strategist Nick Samouilhan believes they have and argues for a multi-pronged downside mitigation approach in today’s environment.
July 2020
Replacing the protective role of bonds in client portfolios
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Financial Market Review: Second quarter 2020
A quarterly review of results in the global equity, fixed income, currency and commodity markets.
July 2020
Financial Market Review: Second quarter 2020
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All figures are for the Wellington Management Group of companies as at 30 June 2018.

Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees. Source: Wellington Management

© 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.

Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.

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